Processes & Topics to be covered

Setting up a free Quickbooks Online Accountant account.

Quickbooks Online Basic Certification Study

Quickbooks Online Advanced Certification Study 

Deciding Upon the Niche you never knew you needed.  Stop fighting it.  

Learn all about the income statement and balance sheet report – their perspective, their side of the story, and when they saw it. 

The Client Overview screen – How to evaluate the Quickbooks Online file of a potential client.  Inspector gadget here I come.

Settings – What they affect, always check these 1st & what it all means.

Client Onboarding – create a seamless system from proposal to payment, make it so easy and effortless 

Setting up your Products and services in Quickbooks Online – how do they map into the chart of accounts – how to set them up correctly

Adding customers in Quickbooks Online

How to add new vendors in Quickbooks Online and in Melio 

Setting up bank feeds and 3rd party payment processors in Quickbooks Online

Basic sales tax center setup.

Setting up payments

How to set up Melio for bill pay – setting up for clients or yourself

Adding apps for your clients – the work arounds

QuickBooks Time and QuickBooks Online Payroll – what level does what, how it works, & automate it!

Customizing sales forms, make it yours, modify what clients see and how its presented.

Managing your clients and the “work” tab in QBOA

Managing the Client List – assigning clients to team members

Managing subscriptions of your clients – pro advisor discounts and direct billing.

Managing your team and their access to your firm books and clients books

Client requests in QBOA – 

Document needs, storage, safety and organization.

Undeposited funds

Workflows with estimates 

Deposit transactions

QuickBooks Payments 

The Pay down credit card feature

Transfers – why sometimes a better option when used “off label”

3rd Party Payment Processors, how to manually work with them & how to integrate apps when manual is too much.

Managing receipts with the app, email forwarding or images

Excluding bank transactions – where do they go and how does that affect my balances?

Creating simple bank rules

How to create projects to determine profitability

Reconciling to the bank – uploading missing bank info from csv & converting statements to .csv

Overview of recurring transactions and all the ways to use them.

Introducing tags in QuickBooks Online – what to use tags for, how they work and their limitations

Basic reporting options – different perspectives are EVERYTHING!

Customizing reports to show you what you’re looking for

Management reports – how customize them

The Reclassify transactions tool – Accountants Toolbox

The Write off invoices tool – Accountants Toolbox

Key tasks for year end